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Nguyen Vu

Find the Right Professional Fiduciary for an SNT

A professional fiduciary can add value to any well drafted special needs trust plan, but how do you go about finding and vetting the right fiduciary for your trust? Learn more here.

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Nguyen Vu March 24, 2022
How to set up a special needs trust
Nguyen Vu

How to Set Up a Special Needs Trust

Several components impact how to set up a special needs trust. We’ve pulled together 5 steps to get you started with establishing a special needs trust.

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Nguyen Vu February 8, 2022
Special needs trust and able account
Jeremy Lau

Harmonizing Your Special Needs Trust and ABLE Account

When special needs individuals are dependent on a combination of public benefits and financial support from family members or caregivers, their parents or guardians are often encouraged to open ABLE accounts or special needs trusts (SNTs).

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Jeremy Lau July 29, 2021
Financial Planning for Special Needs Individuals
Nguyen Vu

Financial Planning for Special Needs Individuals

When it comes to planning for the long-term care of special needs individuals, the process to set up and manage a trust or other care

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Nguyen Vu May 10, 2021
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